Civic Intelligence

Fortuna Clinical Foundation

990 • Fiscal year 2024 • EIN 86-2684864

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization ProfileN/A
4333 Altamont RoadBirmingham, AL 35213

(312) 799-7296

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

61st percentile

9.6%

Higher net margin than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

3.0%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

874%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$23,783

Up $692 (+3.0%) from 2023

Net Assets

Up

$23,783

Up $22,567 (+1856%) from 2023

Liabilities

Down

$0

Down $21,875 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin61st percentile

Revenue

Up

$235,202

Up $211,042 (+874%) from 2023

Expenses

Up

$212,635

Up $172,234 (+426%) from 2023

Net Income

Up

$22,567

Up $38,808 (+239%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2022: $17,457Liabilities 2022: $0Net Assets 2022: $17,4572022Assets 2023: $23,091Liabilities 2023: $21,875Net Assets 2023: $1,2162023Assets 2024: $23,783Liabilities 2024: $0Net Assets 2024: $23,7832024

Highlighted filing

2024

Assets$23,783
Liabilities$0
Net Assets$23,783
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2022: $124,289Expenses 2022: $123,596Net Income 2022: $6932022Revenue 2023: $24,160Expenses 2023: $40,401Net Income 2023: -$16,2412023Revenue 2024: $235,202Expenses 2024: $212,635Net Income 2024: $22,5672024

Highlighted filing

2024

Revenue$235,202
Expenses$212,635
Net Income$22,567
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$235,202
Mission and Program Overview

Mission

To improve high quality outcomes in endovascular medicine through global educational initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,216$23,783▲ $22,567
Prepaid Expenses and Deferred Charges$21,875--
Total Assets$23,091$23,783▲ $692
Liabilities
Unsecured Notes Loans Payable$21,875--
Total Liabilities$21,875$0▼ $21,875
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,216$23,783▲ $22,567
Total Net Assets Fund Balance$1,216$23,783▲ $22,567
Total Liabilities and Net Assets / Fund Balance$23,091$23,783▲ $692
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Jan P SkowronskiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$235,200
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
All Other Contributions
$235,200
Change in Net Assets
$22,567
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,635
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$189,420--$189,420
Fees for Services Legal$10,000--$10,000
Fees for Services Other$7,500--$7,500
Office Expenses$2,825$471-$3,296
Grants to Domestic Individuals$1,000--$1,000
Fees for Services Accounting-$950-$950
Travel$469--$469
Total Functional Expenses$211,214$1,421$0$212,635
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Fortuna Clinical Foundation
EIN
86-2684864
Phone
3127997296
Address
4333 ALTAMONT ROAD, BIRMINGHAM, AL 35213

Signing Officer

Name
Jan P Skowronski
Title
Director
Phone
3127997296
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan P Skowronski
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Heritage CPA Group
Address
2221 VICTORY LANE STE B, HOOVER, AL 35216-6334
Preparer
James a Garrett CPA
Phone
2057831516
Raw XML Appendix242 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-05-24T17:07:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,783
Liabilities
$0
Net assets
$23,783
Revenue
$235,202
Expenses
$212,635
Net income
$22,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$2.35$2.13$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.22$0.01$0.24$0.40$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.24$1.24$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits